SIM
Spark Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,700
| Closed | -$1.78M | – | 809 |
|
|
2018
Q3 | $1.78M | Buy |
+6,700
| New | +$1.78M | 0.1% | 279 |
|
|
2018
Q2 | – | Sell |
-26,600
| Closed | -$5.69M | – | 733 |
|
|
2018
Q1 | $5.69M | Hold |
26,600
| – | – | 0.36% | 79 |
|
|
2017
Q4 | $5.86M | Sell |
26,600
-7,600
| -22% | -$1.68M | 0.31% | 89 |
|
|
2017
Q3 | $6.7M | Sell |
34,200
-9,000
| -21% | -$1.76M | 0.36% | 81 |
|
|
2017
Q2 | $8.01M | Sell |
43,200
-1,300
| -3% | -$241K | 0.49% | 40 |
|
|
2017
Q1 | $7.3M | Buy |
44,500
+31,800
| +250% | +$5.22M | 0.46% | 42 |
|
|
2016
Q4 | $2.03M | Buy |
+12,700
| New | +$2.03M | 0.17% | 195 |
|
|
2015
Q4 | – | Sell |
-8,200
| Closed | -$951K | – | 855 |
|
|
2015
Q3 | $951K | Sell |
8,200
-600
| -7% | -$69.6K | 0.12% | 264 |
|
|
2015
Q2 | $1.07M | Buy |
+8,800
| New | +$1.07M | 0.15% | 209 |
|